Q3 2026 13F · SEC CIK 1388382

Hall Laurie J Trustee

Investment managerFiled 2026-10-06 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $313.8M
Reported positions: 98
Top holdings a year, 3 yrs: +18.1%
Average holding period: 10.7 yrs

Hall Laurie J Trustee is an investment manager that reported 98 positions worth $313.8M in its Q3 2026 13F, filed 2026-10-06. Its largest holdings were Microsoft Corp (MSFT, 8.6%), Apple Inc (AAPL, 5.9%), Applied Matls Inc (AMAT, 5.7%). A portfolio copying its top holdings returned 18.1% a year over the last 3 years, against 20.4% for the S&P 500.

Hall Laurie J Trustee holdings largest 50 of 98 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hall Laurie J Trustee 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	8.6%	6.2%	52,624	-1.2%	$27.0M
AAPLApple Inc	5.9%	5.0%	55,360	-0.7%	$18.4M
AMATApplied Matls Inc	5.7%	7.3%	35,073	+8.5%	$17.9M
NVDANvidia Corporation	3.5%	2.9%	47,405	+1.4%	$10.8M
GOOGAlphabet Inc	3.3%	3.3%	29,980	-0.3%	$10.2M
VTIVanguard Index Fds	3.2%	3.1%	26,620	+0.0%	$10.0M
APHAmphenol Corp	3.1%	3.2%	113,767	+92.9%	$9.6M
AMDAdvanced Micro Devices Inc	3.0%	2.9%	15,525	-2.5%	$9.5M
ADIAnalog Devices Inc	2.6%	2.7%	20,408	-5.2%	$8.1M
MAMastercard Incorporated	2.5%	2.3%	14,387	-0.5%	$7.9M
ROKRockwell Automation Inc	2.4%	2.7%	17,584	-0.8%	$7.7M
PGProcter & Gamble Co	2.4%	2.4%	52,129	-0.2%	$7.6M
JNJJohnson & Johnson	2.4%	2.4%	27,880	-7.6%	$7.4M
SYKStryker Corporation	2.3%	2.7%	26,287	-3.6%	$7.2M
TJXTjx Cos Inc New	2.2%	2.4%	51,396	-0.9%	$6.8M
ABTAbbott Laboratories	2.0%	1.9%	63,329	-5.0%	$6.3M
IBMInternational Business Machs	1.9%	2.3%	26,426	-0.1%	$5.8M
CARRCarrier Global Corporation	1.8%	2.4%	104,680	-0.6%	$5.7M
BRBroadridge Finl Solutions in	1.7%	1.5%	33,760	-1.9%	$5.4M
WMWaste Mgmt Inc Del	1.7%	1.9%	26,431	-1.1%	$5.4M
DHRDanaher Corp Del	1.7%	1.5%	23,568	-3.9%	$5.2M
CCKCrown Hldgs Inc	1.5%	1.6%	45,567	+1.6%	$4.8M
ULSUl Solutions Inc	1.3%	1.9%	63,880	+4.0%	$4.2M
HDHome Depot Inc	1.2%	1.5%	13,667	+1.5%	$3.9M
ATRAptargroup Inc	1.1%	1.2%	29,554	-1.3%	$3.6M
XYLXylem Inc	1.1%	1.2%	34,353	+3.8%	$3.5M
AMZNAmazon Com Inc	1.1%	1.0%	13,505	-0.8%	$3.4M
AVGOBroadcom Inc	1.1%	—	9,549	—	$3.4M
CIThe Cigna Group	1.1%	1.1%	12,188	-2.7%	$3.3M
ULUnilever PLC	1.0%	1.0%	53,104	+0.0%	$3.2M
VRTXVertex Pharmaceuticals Inc	1.0%	0.9%	5,987	-0.1%	$3.1M
NYTNew York Times Co Mtn Be	1.0%	1.2%	49,045	-7.5%	$3.1M
VLTOVeralto Corp	1.0%	0.8%	32,556	+5.8%	$3.1M
ABBVAbbvie Inc	1.0%	1.1%	11,655	-15.0%	$3.0M
NVSNovartis AG	0.9%	1.1%	19,686	-14.0%	$2.8M
MMM3m Co	0.9%	0.9%	16,783	-4.0%	$2.8M
MSMorgan Stanley	0.9%	1.0%	14,625	+0.0%	$2.8M
STTState Str Corp	0.8%	0.8%	14,906	+0.0%	$2.6M
GEGe Aerospace	0.8%	0.9%	7,875	-0.1%	$2.5M
ADPAutomatic Data Processing in	0.7%	0.6%	9,105	-1.6%	$2.3M
PEPPepsico Inc	0.7%	0.8%	18,151	-2.3%	$2.3M
SPYState Str Spdr S&p 500 ETF T	0.7%	0.7%	3,016	+1.3%	$2.3M
GOOGLAlphabet Inc	0.7%	0.7%	6,110	+0.0%	$2.1M
EFAIshares Tr	0.7%	0.6%	19,779	+0.0%	$2.1M
APDAir Products and Chemicals I	0.7%	0.7%	7,375	+0.0%	$2.1M
PHParker-Hannifin Corp	0.6%	0.6%	2,071	+0.0%	$2.0M
GEVGe Vernova Inc	0.6%	0.8%	2,019	-2.2%	$1.9M
VEAVanguard Ftse Developed Markets Index Fu	0.6%	0.6%	26,669	+0.0%	$1.9M
AMGNAmgen Inc	0.6%	0.6%	4,412	-19.8%	$1.9M
EMREmerson Elec Co	0.6%	0.5%	11,690	-3.4%	$1.8M

What Hall Laurie J Trustee bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.8% /yr; S&P 500 +20.1%
3 years: +18.1% /yr; S&P 500 +20.4%
5 years: +11.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$313.8M	98
Q2 2026	$321.6M	103
Q1 2026	$283.4M	104
Q4 2025	$300.9M	108
Q3 2025	$306.1M	113
Q2 2025	$302.4M	112
Q1 2025	$280.3M	110
Q4 2024	$304.7M	247
Q3 2024	$315.6M	258
Q2 2024	$287.2M	244
Q1 2024	$283.9M	250
Q4 2023	$260.9M	255

Questions about Hall Laurie J Trustee's portfolio

What stocks does Hall Laurie J Trustee own?

Hall Laurie J Trustee's latest 13F, for Q3 2026 and filed Oct 6, 2026, lists 98 positions worth $313.8M. The largest are Microsoft Corp (MSFT) at 8.6%, Apple Inc (AAPL) at 5.9%, Applied Matls Inc (AMAT) at 5.7%, Nvidia Corporation (NVDA) at 3.5% and Alphabet Inc (GOOG) at 3.3%.

What did Hall Laurie J Trustee buy last quarter?

In Q3 2026, Hall Laurie J Trustee added Amphenol Corp (APH) (+92.9% shares), Applied Matls Inc (AMAT) (+8.5% shares) and Veralto Corp (VLTO) (+5.8% shares), compared with its Q2 2026 filing.

What did Hall Laurie J Trustee sell last quarter?

In Q3 2026, Hall Laurie J Trustee cut from its top 50 Caterpillar Inc (CAT), Amgen Inc (AMGN) (-19.8% shares), Abbvie Inc (ABBV) (-15.0% shares) and Novartis AG (NVS) (-14.0% shares), compared with its Q2 2026 filing.

How has Hall Laurie J Trustee's portfolio performed?

A portfolio copying Hall Laurie J Trustee's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.8% against +20.1%. Over 5 years: +11.0% a year against +11.6%.

When is Hall Laurie J Trustee's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hall Laurie J Trustee's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.